+8,201.7%
SWKS vs IONS
+260.9%
+7,940.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.4% |
| 7D | -9.2% | -12.6% | +3.4% | -6.9% |
| 30D | -1.9% | -11.8% | +9.9% | +0.3% |
| 3M | +21.2% | -28.4% | +49.6% | +28.4% |
| 6M | +12.9% | -48.4% | +61.3% | +25.5% |
| YTD | +30.7% | -51.0% | +81.7% | +46.4% |
| 1Y | +14.1% | -48.0% | +62.2% | +26.2% |
| 3Y | -1.7% | -17.8% | +16.1% | -3.1% |
| 5Y | -43.0% | +15.2% | -58.2% | -48.4% |
| 10Y | +34.3% | +43.0% | -8.7% | +9.7% |
| All | +8,201.7% | +260.9% | +7,940.7% | +3,699.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling